The Pension & Retirement Plan Contribution Adjustments for 2025

Caffeine And Cash Flow with Michael Schulte

As we approach the new year, it's essential to stay informed about the financial changes that could impact your retirement planning. The latest episode of the Caffeine and Cash Flow podcast will provide you with updates for 2025, focusing on pension and retirement plan contribution limits.

Here’s some of what we discuss in this episode:

• The maximum amounts you can put into different types of IRAs.
• Should you be maxing out the catch-up contributions?
• Something that’s brand new for 2025.
• Social Security COLA increase and other changes to benefits.
• The gift tax exclusion is going up as well.

Get in touch with Michael-

Web: https://www.westpacwealth.com/team/michael-schulte

Email: [e-mail]

Phone: [phone]